FavoriteJessica Crum (AmerisourceBergen - ION) (Originally posted by Nicole Lindenmayer)Jul 30, 2015, 1:55 PMNicole LindenmayerHi! Does anyone know if I can use Visual Workflow to count the number of events a user has during a given month/year and update a field on a custom object? Right now I am having to run a report, export it, pull the sums, and re-import it to a custom number field on the custom object. We use this custom object to populate our performance reviews at the end of each month, and I would like for the reviewer to not have to run a report for every employee to get the most reliable # of events while they're completing their review in Salesforce (another custom object).Right now my thought process is to find events where the Event.WhoId Is Null is False and the Event.AssignedId = Performance.Employee__c. And then perform a record count of those events where YEAR(Event.Date) && MONTH(Event.Date) = YEAR(Performance.Date) && MONTH(Performance.Date).Has anyone every seen something like this before? Thank you in advance for your help!Show MoreAdd a commentWrite a comment...BoldItalicUnderlineStrikethroughBulleted ListNumbered ListAdd linkCode blockInsert imageAttach filesLink URLCancelSave0/9000Reply
Nicole LindenmayerHi! Does anyone know if I can use Visual Workflow to count the number of events a user has during a given month/year and update a field on a custom object? Right now I am having to run a report, export it, pull the sums, and re-import it to a custom number field on the custom object. We use this custom object to populate our performance reviews at the end of each month, and I would like for the reviewer to not have to run a report for every employee to get the most reliable # of events while they're completing their review in Salesforce (another custom object).Right now my thought process is to find events where the Event.WhoId Is Null is False and the Event.AssignedId = Performance.Employee__c. And then perform a record count of those events where YEAR(Event.Date) && MONTH(Event.Date) = YEAR(Performance.Date) && MONTH(Performance.Date).Has anyone every seen something like this before? Thank you in advance for your help!Show More